Source: Conference Call Transcript of Elgi Equipments Ltd
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Author: Raoji
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India’s Digital Revolution
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Linkfest: 01 December, 2021
Back after a long hiatus. Probably the longest break I took from blogging.
Completed a 15 day trek in Nepal. Did Renjo La Pass (5360 m) and Everest Base Camp (5364 m)
Thank you for your patience.
Some stuff I am reading today morning:
Snapdeal targets $250 Million IPO (BS)
Piramal Pharma to launch own D2C Platform (FE)
How Falguni Nayar built success with Nykaa (Forbes)
How to value new age IPOs (Fortune)
CSK & Dhoni: Beyond the Crown (Forbes)
Deep Dive: Tanla Platforms ( Abraham George)
Stock Talk: Barbeque Nation (Dhruva Pandey)
Everything is China maal (The Tipsheet)
The Winds of Change (Howard Marks)
Prime Time in Crypto (Marc Rubinstein)
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Blog Break !
“The trick, it seems to us, if one is to be a successful long-term investor, is to recognise the sources of enduring business success, get in early and own enough to make a difference.”
“We can all observe that stock prices, set in an auction market, are more volatile than business values. Several studies and casual observation reveal that individual prices oscillate widely around a central price year in year out, and for no apparent reason. Certainly, business values don’t do this. Over time, this offers the prospect that any business, indeed all businesses, will be meaningfully mis-priced.” – Nick Sleep